Determining their longevity risk aversion can help clients enjoy a higher standard of living earlier in their retirement
Agents and insurers must disclosure how low rates are impacting the products clients buy
CIBC's Khalili, RBC Capital's O'Hea honoured
Robert Hager, co-founder of Vancouver-based Phillips Hager & North Investment Management Ltd., passed away in early October. Founded by Hager, Art Phillips and Rudy North in 1964, PH&N has grown to $79.9 billion in assets under management and 300 employees.
Toronto-based Goldman Sachs Canada Inc. has launched SIGMA X Canada, an alternative trading system.
Separation of online banking and insurance comes into force next year. Banks disagree, but they are well prepared
The need to meet loan obligations could lead to some bad decisions
Erika Penner had prided herself on being a generalist for years after she began her financial planning practice in 1998. But by 2006, Penner’s clients began to require more guidance in the post-retirement portion of their plans, so Penner began looking for ways to hone her skills in retirement-income planning. “I was dealing with a […]
Manulife Asset Management Canada, the investment arm of Toronto-based Manulife Financial Corp., has named Jacqui Allard as its new president.
McLean Budden to become a wholly-owned subsidiary of MFS Investment Strategies, insurer’s global wealth-management arm